LegacyNotes

Name

LegacyNotes

Legal name

LegacyNotes GmbH

Website

https://legacynotes.ch

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Sankt Gallen

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Freemium SaaS Subscription: LegacyNotes offers a free Base tier with limited features (5 contacts, 2 documents per category, 2 access permissions, funeral wishes). A Premium tier is offered at CHF 3.75/month billed annually, unlocking all features including the living will assistant, estate planner, unlimited contacts and documents, and unlimited access permissions. A Lifetime tier provides one-time payment (CHF 990 for individuals, CHF 1,290 for couples) for indefinite Premium access, equivalent to ~22 years of Premium subscription. The platform also serves as a distribution channel for B2B2C offerings to corporate partners.
2. Freemium (Base Tier): The Base tier is permanently free and provides core estate planning features. This serves as a user acquisition funnel, with conversion to Premium or Lifetime triggered when users hit feature limits.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels7 records

Core offering

LegacyNotes is a Swiss-native, end-to-end encrypted digital estate planning platform that lets Swiss residents create advance directives (Patientenverf\u00fcgung), protection mandates (Vorsorgeauftrag), and wills via a guided Erbplaner, store digital account credentials, contracts and documents in a secure vault, and provide a survivor portal with pre-filled letters and prioritized tasks for next of kin. The platform is offered in freemium tiers (BASE free, PREMIUM annual subscription at CHF 3.75/month, LIFETIME one-time payment at CHF 990/individual or CHF 1,290/couple) and is hosted exclusively on Swisscom data centers in Switzerland.

Product overview

LegacyNotes is a Swiss digital estate planning platform consisting of a tiered SaaS offering (BASE free, PREMIUM at CHF 3.75/month, and LIFETIME one-time purchase) built around a secure, encrypted vault. The platform is composed of named modules: the Vorsorge-Simulator (a free preventive-care gap-assessment tool), the Erbplaner (estate planning and will generation), Patientenverfügung (advance directive creation with emergency QR card and EPD integration), Vorsorgeauftrag (protection mandate creation), a secure document and digital-account storage vault, the Hinterbliebenen-Assistent (survivor task-management portal), and Sofort-Hilfe (free death-assistance tool). A corporate HR-Service module enables employers to offer discounted LegacyNotes packages as an employee benefit. All tiers share the same encrypted, Swiss-hosted infrastructure with configurable access permissions for designated trusted persons.

Differentiator

Problem solved

Functional benefit

Products and services

• LegacyNotes Platform End-to-end encrypted web-based SaaS platform that lets Swiss residents create advance directives, protection mandates, wills, and store digital account credentials and documents; hosted on Swisscom data centers in Switzerland.
• LegacyNotes Premium Subscription Annual subscription tier unlocking full platform features including Vorsorgeauftrag, interactive Patientenverf\u00fcgung with emergency assistant, Erbplaner, reminders, pre-filled cancellation letters, unlimited contacts/documents/access permissions, and configurable per-document access timing.
• LegacyNotes Lifetime License One-time perpetual license granting indefinite Premium feature access, with couples pricing offering two Lifetime subscriptions at a discounted combined rate.
• HR-Service (Corporate Employee Benefits) Dedicated B2B offering that lets Swiss employers provide LegacyNotes packages to their workforce as an employee benefit, with discounted rates, coupon codes, and corporate access management.
• Hinterbliebenen-Assistent (Bereaved Survivor Portal) Free portal accessible even without a LegacyNotes account that guides next of kin through priority-sorted post-death administrative tasks, including funeral wishes, termination letters, and instructions for digital accounts.
• Vorsorge-Simulator (Free Preventive-Care Assessment) Standalone free online questionnaire tool that evaluates the user's preventive care status across medical emergency, incapacity, and death scenarios and produces a personalized to-do list of planning gaps.
• Patientenverf\u00fcgung (Advance Directive) with Emergency Card Guided creation of a Swiss patient advance directive, available as a free PDF template or interactive Premium/Lifetime online assistant, including a personal emergency card with QR code and integration with the Swiss Electronic Patient Dossier (EPD).
• Erbplaner (Estate Planner and Will Generator) Guided tool that simulates inheritance distribution for various family constellations, calculates statutory compulsory portions (Pflichtteile) and the freely disposable quota, and generates a legally structured will template.

Quantifiable outcome

• Users receive a personalized to-do list identifying gaps in their personal providence planning
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature9 records

Partnerships

16 partnerships are on record, tiered core, major and minor.

• Zürcher Kantonalbank (ZKB)coreChannel Partner/ Reseller/ Distributor · 1 December 2025ZKB began referring its customers to LegacyNotes starting December 2025, following inheritance advisory meetings. Customers are shown the option to use LegacyNotes' digital estate dossier. This is a significant distribution partnership with one of Switzerland's largest cantonal banks, representing a flagship institutional channel partnership.
• Pro SenectutemajorChannel Partner/ Reseller/ Distributor · 1 July 2025Pro Senectute, described as a pioneer in estate planning for seniors in Switzerland, entered into a new cooperation with LegacyNotes. The partnership is described as another milestone in the Swiss estate planning landscape, leveraging Pro Senectute's broad network of seniors and retirees.
• AXA Versicherungen AGcoreChannel Partner/ Reseller/ Distributor · 1 January 2025AXA, one of Switzerland's largest insurance companies, entered into a new cooperation with LegacyNotes. AXA offers its customers access to LegacyNotes through a dedicated white-label instance (axa-ch.legacynotes.ch). AXA-created accounts log in via this instance, suggesting deep integration or white-labeling.
• SafeSideminorChannel Partner/ Reseller/ Distributor · 1 March 2022SafeSide, described as an uncomplicated life insurance provider, partnered with LegacyNotes. The partnership brings together life insurance and estate planning services.
• Asga PensionskassemajorChannel Partner/ Reseller/ Distributor · 1 February 2022Asga Pensionskasse, a Swiss pension fund, entered into a cooperation with LegacyNotes. Asga members benefit from preferential conditions on LegacyNotes packages as part of the pension fund's member benefits.
• DSwiss AG / SecureSafemajorChannel Partner/ Reseller/ Distributor · 1 March 2021SecureSafe, the multi-award-winning cloud storage solution with bank-level security, entered a cooperation with LegacyNotes in May 2021. SecureSafe customers receive attractive conditions on LegacyNotes packages. Additional features such as funeral wishes, living will, future protection mandate, and the Vorsorge-Simulator are now available to SecureSafe customers. The partnership was described as solidifying LegacyNotes' position as a trusted provider in digital estate planning.
• SBB (Swiss Federal Railways)majorChannel Partner/ Reseller/ Distributor · 1 October 2020Since October 2020, SBB employees and retirees (and partner business employees) benefit from attractive conditions on LegacyNotes packages. SBB is described as the backbone of Swiss public transport with 32,500 passionate employees. Coupon codes for registration are available on the SBB Benefit page. This is an HR benefit program partnership.
• St.Galler Kantonalbank (SGKB)coreChannel Partner/ Reseller/ Distributor · 1 May 2020SGKB selected LegacyNotes as its independent estate planning platform for customers. SGKB customers benefit from discounted LegacyNotes packages. A deep integration was developed where SGKB customers can contact SGKB directly from within the LegacyNotes application for questions about estate planning. Security standards were evaluated and met before launch.
• Post-SanelaminorGTM or Marketing PartnerPost-Sanela is a partner whose logo appears on the LegacyNotes website. Post-Sanela enables the integration of patient directives with the Swiss Electronic Patient Dossier (EPD), allowing users to upload their living will to their EPD for immediate medical access.
• OST (Ostschweizer Fachhochschule)minorStrategic or Co-development PartnerThe Vorsorge-Simulator was developed in collaboration with the Institute for Innovation, Design and Engineering IDEE FHS at OST. This is an academic co-development partnership for product development.
• SVA Sozialversicherungsanstalt des Kantons St.GallenminorGTM or Marketing PartnerSVA St.Gallen (Social Insurance Institution of the Canton of St.Gallen) is listed as a cooperation partner on the LegacyNotes website, indicating a local institutional relationship.
• HSG AlumniminorGTM or Marketing PartnerHSG Alumni (alumni association of the University of St.Gallen) is listed as a cooperation partner, indicating academic and networking connections.
• grisomed (Ärztenetzwerk Graubünden)minorGTM or Marketing PartnerGrisomed, the physician network of Graubünden, appears as a cooperation partner, indicating a healthcare network relationship relevant to patient directive and medical emergency use cases.
• PolipraxisminorGTM or Marketing PartnerPolipraxis appears as a cooperation partner on the LegacyNotes website, indicating a relationship in the primary care/healthcare space.
• VPZ (Vermögens Planungs Zentrum)minorChannel Partner/ Reseller/ DistributorVPZ (Wealth Planning Center) appears as a cooperation partner, indicating a financial advisory distribution channel for LegacyNotes.
• SwisscomcoreOthersLegacyNotes data is stored in Swisscom data centers in Switzerland. Swisscom serves as the primary data center and cloud infrastructure provider, which is critical for the platform's Swiss-hosted proposition.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cake: US end-of-life planning platform with educational content and decision-support tools across wills, healthcare directives, and funeral planning; overlaps LegacyNotes in the end-of-life and estate-planning category with a similar consumer-focused approach.
• Trust & Will: US digital wills and estate planning SaaS offering guided wills, trusts, and end-of-life plans direct to consumers; the closest international analog to LegacyNotes' will creation and estate planner offering.
• Everplans: US digital estate planning platform that organizes end-of-life information, documents, and wishes into a secure personal vault; similar lifecycle coverage (incapacitation, death) to LegacyNotes.
• SecureSafe (DSwiss AG): Swiss secure digital vault from DSwiss AG with bank-level encryption and document storage; a LegacyNotes channel partner that also overlaps directly on secure document-vault functionality for the Swiss market.
• FreeWill: US digital will creation platform distributed largely through institutional partnerships (financial advisors, charities, employers); mirrors LegacyNotes' B2B2C distribution overlay on top of a self-serve wills product.

Regional players

• SafeWill: Australian digital wills and estate planning platform; same product category and regulatory-template analog to LegacyNotes' Swiss-law-driven approach but operating in a different geography without direct competition.

Broad incumbents

• Wealth.com: US enterprise wealth management platform with estate planning capabilities for advisors; much broader portfolio but overlapping estate functions and a comparable B2B2C distribution strategy through financial institutions.
• LegalZoom: Major US online legal services platform with wills, trusts, and estate planning offerings; broader portfolio and much larger scale but addresses the same consumer estate-planning demand that LegacyNotes targets via its guided templates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/legacynotes

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LegacyNotes